Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,377 institutions that hold shares in the stock, with a total of 9.11 Billion shares, which have been reported (via 13F filing form) to have a value of $1.9 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
3,497
shares
|
$729,544
0.23% of portfolio
|
Q3 2024
Added 59.68%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,494
shares
|
$728,918
0.39% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
3,491
shares
|
$728,292
0.06% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
3,490
shares
|
$728,083
0.65% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
3,490
shares
|
$728,083
0.16% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Apr 22, 2025 Q1 2025 |
3,487
shares
|
$727,457
0.62% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
3,481
shares
|
$726,206
0.85% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,478
shares
|
$725,580
0.21% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
3,477
shares
|
$725,371
0.37% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
3,475
shares
|
$724,954
0.6% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
3,473
shares
|
$724,537
0.22% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
3,472
shares
|
$724,328
0.17% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
3,465
shares
|
$722,868
0.35% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
3,462
shares
|
$722,242
0.13% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
3,458
shares
|
$721,407
0.53% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
May 09, 2025 Q1 2025 |
3,450
shares
|
$719,739
8.27% of portfolio
|
Q1 2025
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
3,447
shares
|
$719,113
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
3,441
shares
|
$717,861
0.59% of portfolio
|
Q2 2025
Added 45.56%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
3,438
shares
|
$717,235
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
3,424
shares
|
$714,314
0.47% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
3,423
shares
|
$714,106
0.12% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Salzhauer Michael
|
Apr 23, 2025 Q1 2025 |
3,418
shares
|
$713,063
0.31% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
3,412
shares
|
$711,811
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
3,408
shares
|
$710,976
0.42% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
3,407
shares
|
$710,768
0.61% of portfolio
|
Q4 2024
Added 2.31%
|